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iShares Russell 2500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$744K +$123K +1,986 +20%
CAN
27
Cetera Advisor Networks
California
$722K +$710K +11,483 New
SWM
28
Southern Wealth Management
Texas
$693K
D
29
Diversified
Delaware
$690K +$679K +10,976 New
SBL
30
Sargent Bickham Lagudis
Colorado
$556K
RJA
31
Raymond James & Associates
Florida
$522K -$1.86M -30,124 -78%
B
32
Bridgeworth
Alabama
$517K +$124 +2 +0%
SSWM
33
Smith Salley Wealth Management
North Carolina
$488K -$28.9K -467 -6%
Creative Planning
34
Creative Planning
Kansas
$482K +$474K +7,669 New
OWM
35
OneAscent Wealth Management
Alabama
$415K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$407K +$96.6K +1,563 +32%
Osaic Holdings
37
Osaic Holdings
Arizona
$405K -$10.5K -170 -3%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$366K
5L
39
55I LLC
Massachusetts
$308K +$303K +4,895 New
JWCA
40
J.W. Cole Advisors
Florida
$295K +$8.96K +145 +3%
IWS
41
Insight Wealth Strategies
California
$294K +$1.55K +25 +0.5%
FLPIM
42
F.L. Putnam Investment Management
Massachusetts
$259K +$4.58K +74 +2%
FCM
43
Firestone Capital Management
Florida
$252K
DIP
44
DT Investment Partners
Pennsylvania
$221K -$69.1K -1,117 -24%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$221K -$59K -954 -21%
DADC
46
D.A. Davidson & Co
Montana
$219K +$215K +3,485 New
SEP
47
Southland Equity Partners
Missouri
$216K +$212K +3,434 New
PAG
48
Private Advisor Group
New Jersey
$211K +$207K +3,354 New
SPP
49
Single Point Partners
Massachusetts
$206K +$200K +3,228 New
Morgan Stanley
50
Morgan Stanley
New York
$154K +$71.3K +1,153 +89%